Pipedrive Integration: AI-Powered Deal Tracking & Call Logs
With smao & Pipedrive, you automatically create contact and deal activities from phone calls. This way, you keep an eye on your sales funnel and increase conversion rates thanks to precise call insights.
Key Features & Benefits
Automatic Activity Logs: Calls as Pipedrive activity with transcript.
Deal Updates: Sentiment-based prioritization of opportunities.
Contact Enrichment: AI-learned tags and notes.
Workflow Automation: Trigger-based email or task creation.
GDPR Compliant: EU hosting & encrypted transmission.
How to Set Up the Integration
Link smao via API with Pipedrive.
Select activity type and pipeline.
Configure tag and status rules.
Activate the synchronization.
Why Pipedrive & smao?
Combine AI Call Analytics with your CRM for more effective sales management.
Activate Pipedrive Integration now and log calls automatically!